See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,991 | $159,901-87.5% | $146,958-86.4% | $145,922-86.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 13.27% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,938 | $5,286-63.3% | $4,933-60.7% | $4,660-58.4% |
| Participant deferral / active EE | $3,489 | $8,428-58.6% | $8,070-56.8% | $6,688-47.8% |
| Admin fee / account holder | $146 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |